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  2. PER SE GROUP, INC.
Sponsor portfolioTH

PER SE GROUP, INC.

EIN 36-3888910-staffing and recruiting-Latest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
$566K premiums
Participants
337
108 W LIBERTY DR STE 200 - WHEATON, IL 60187630-384-0017persegroup.comLinkedIn51-200 employeesstaffing and recruiting
Plans on this EIN
2 filings
#001401k-$1.4M - 126 part#501Fully Insured-$566K - 211 lives

Benefits portfolio analytics

1 plan / $566K premiums / 211 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$475K
  • Dental$91K
  • Vision$91K
  • Life$91K
  • Short-term disability$91K
  • Long-term disability$91K
  • +2 more
Total $566K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • UNITEDHEALTHCARE INSURANCE COMPANY73%
  • METROPOLITAN LIFE INSURANCE COMPANY16%
  • NEW PATH MUTUAL INSURANCE COMPANY10%
Total $566K3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • HUB INTERNATIONAL MIDWEST LIMITED76%
  • JAMES R NELLIGAN & ASSOCIATES LLC20%
  • REDIRECT CONNECT3%
  • ARIZONA BENEFIT PLANS INC1%
Total $33K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PER SE GROUP, INC. 401(K) PLAN

401k

Assets$1.4M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PER SE' GROUP INC EMPLOYEE BENFITS

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$566K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PER SE GROUP, INC. 401(K) PLAN401k$1.4M1262025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PER SE' GROUP INC EMPLOYEE BENFITSFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$566K2112024
Retirement plans
Welfare plans
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